Carson Wealth (CWM LLC)’s Franklin Investment Grade Corporate ETF FLCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLCO Stock Details FLCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.4K	Buy	1,000 +492	+97%	+$10.6K	﹤0.01%	4369
2025 Q4	$11K	Sell	508 -120	-19%	-$2.62K	﹤0.01%	4494
2025 Q3	$14K	Buy	628 +120	+24%	+$2.59K	﹤0.01%	4309
2025 Q2	$11K	Hold	508	–	–	﹤0.01%	4235
2025 Q1	$11K	Hold	508	–	–	﹤0.01%	4052
2024 Q4	$11K	Hold	508	–	–	﹤0.01%	3808
2024 Q3	$11K	Hold	508	–	–	﹤0.01%	3730
2024 Q2	$11K	Hold	508	–	–	﹤0.01%	3481
2024 Q1	$11K	Buy	+508	New	+$10.8K	﹤0.01%	3275

Other funds holding FLCO

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin Investment Grade Corporate ETF (FLCO) stake by 97% in Q1 2026, buying an estimated $10.6K and bringing the position to 1,000 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4369.

Carson Wealth (CWM LLC) first reported a position in FLCO in Q1 2024 and has held it in 9 quarters since. 48 funds tracked by Wall St. Rank hold FLCO as of Q1 2026.

Carson Wealth (CWM LLC) held 1,000 shares of Franklin Investment Grade Corporate ETF worth $21.4K as of Q1 2026.
Carson Wealth (CWM LLC) bought 492 Franklin Investment Grade Corporate ETF shares in Q1 2026, an estimated $10.6K.
Franklin Investment Grade Corporate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4369 holding.
Carson Wealth (CWM LLC) first reported a position in Franklin Investment Grade Corporate ETF in Q1 2024 and has held it in 9 quarters since.
48 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.